Financial Education Presenter

Please note that, whilst the role is home based, candidates must be based in Scotland to support delivery of face-to-face education.

Our client

Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

The Role

• The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects.
• To provide technical support to other team members on the development of new module
• To keep up to date on changing legislation i.e. pensions/tax
• Produce ideas for employee education e.g. changes to pension and share scheme
• Assist in the design of new education modules as required by clients

Candidate Criteria

• Presentation experience in a training, sales or "think on your feet" environment
• Presentation experience within the financial services sector
• Strong knowledge across the spectrum of retail financial services
• Hold RO4 or be studying/willing to study toward it
• Able to project presence, whilst engaging with clients enthusiastically

The Rewards

A competitive basic salary plus employee benefits and being part of a progressive supportive organisation